Jackson Financial Inc.
JXN- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001822993
In the last 90 days, Jackson Financial Inc. insiders filed 0 open-market purchases and 2 sales; 506 institutions reported holding it in 13F filings for Q2 2026, worth $6.46B in total; no superinvestor holds it.
Other share classesJXN.PA
13F holders, Q3 2025
Institutional positions in Jackson Financial Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 479
- +29 vs. Q2 2025
- Shares held
- 59.6M
- −2.06M (−3.3%) vs. Q2 2025
- Total value
- $6.03B
- +$555.4M (+10.1%) vs. Q2 2025
- New holders
- 67
- 160 more added
- Sold out
- 38
- 180 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JXN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 506 | $6.46B |
| Q1 2026 | 517 | $6.62B |
| Q4 2025 | 515 | $6.39B |
| Q3 2025 | 479 | $6.03B |
| Q2 2025 | 460 | $5.59B |
| Q1 2025 | 455 | $5.50B |
| Q4 2024 | 439 | $5.96B |
| Q3 2024 | 410 | $6.18B |
| Q2 2024 | 384 | $5.08B |
| Q1 2024 | 367 | $4.60B |
| Q4 2023 | 348 | $3.56B |
| Q3 2023 | 298 | $2.73B |
| Q2 2023 | 285 | $2.00B |
| Q1 2023 | 301 | $2.40B |
| Q4 2022 | 292 | $2.27B |
| Q3 2022 | 247 | $1.91B |
| Q2 2022 | 228 | $1.75B |
| Q1 2022 | 215 | $2.38B |
| Q4 2021 | 226 | $2.54B |
| Q3 2021 | 251 | $1.46B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 4,359 | $441.3K | 0.01% | +8+0.2% | Added |
| Merit Financial Group, LLC | 4,397 | $445.1K | 0.00% | +699+18.9% | Added |
| Vise Technologies, Inc. | 4,404 | $445.8K | 0.02% | −530−10.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,500 | $455.5K | 0.07% | +326+7.8% | Added |
| Tower Research Capital LLC (TRC) | 4,603 | $466.0K | 0.01% | −5,701−55.3% | Reduced |
| Inceptionr LLC | 4,669 | $472.6K | 0.11% | −756−13.9% | Reduced |
| HighTower Advisors, LLC | 4,725 | $478.3K | 0.00% | +325+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 4,737 | $479.5K | 0.00% | +4,737 | New |
| Integrated Wealth Concepts LLC | 4,833 | $489.3K | 0.00% | +128+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,881 | $494.1K | 0.06% | −100−2.0% | Reduced |
| Ariadne Wealth Management, LP | 5,535 | $521.6K | 0.23% | +334+6.4% | Added |
| Kames Capital plc | 5,176 | $524.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,270 | $533.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,305 | $537.0K | 0.04% | −1,539−22.5% | Reduced |
| Farther Finance Advisors, LLC | 5,356 | $542.2K | 0.01% | −590−9.9% | Reduced |
| Samalin Investment Counsel, LLC | 5,370 | $543.6K | 0.19% | +104+2.0% | Added |
| Leonteq Securities AG | 5,373 | $543.9K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 5,495 | $556.3K | 0.00% | −8,655−61.2% | Reduced |
| Tactive Advisors, LLC | 5,500 | $556.8K | 0.16% | −500−8.3% | Reduced |
| Bokf, NA | 5,565 | $563.3K | 0.01% | +10.0% | Added |
| DRW Securities, LLC | 5,713 | $578.8K | 0.03% | −193−3.3% | Reduced |
| Park Avenue Securities LLC | 5,914 | $599.0K | 0.00% | +1,983+50.4% | Added |
| LVZ Advisors, Inc. | 5,957 | $603.0K | 0.07% | +1,238+26.2% | Added |
| Ameritas Investment Partners, Inc. | 5,993 | $606.7K | 0.02% | −1,276−17.6% | Reduced |
| Jefferies Financial Group Inc. | 6,000 | $607.4K | 0.01% | +6,000 | New |
| Xponance, Inc. | 6,150 | $622.6K | 0.00% | −130−2.1% | Reduced |
| Bank of Montreal | 6,329 | $640.7K | 0.00% | −6,528−50.8% | Reduced |
| MorganRosel Wealth Management, LLC | 6,368 | $644.6K | 0.17% | −893−12.3% | Reduced |
| Neuberger Berman Group LLC | 6,569 | $665.0K | 0.00% | −554−7.8% | Reduced |
| Aigen Investment Management, LP | 6,609 | $669.0K | 0.10% | −7,410−52.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,635 | $672.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,833 | $691.7K | 0.00% | −241−3.4% | Reduced |
| Level Four Advisory Services, LLC | 6,969 | $705.5K | 0.02% | +9+0.1% | Added |
| State of Wisconsin Investment Board | 7,086 | $717.3K | 0.00% | −6,020−45.9% | Reduced |
| New York Life Investment Management LLC | 7,177 | $726.5K | 0.01% | −356−4.7% | Reduced |
| Quest Partners LLC | 7,218 | $730.7K | 0.05% | −15,334−68.0% | Reduced |
| Aristides Capital LLC | 7,483 | $757.5K | 0.22% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 7,647 | $774.1K | 0.00% | +7,647 | New |
| Baird Financial Group, Inc. | 7,666 | $776.0K | 0.00% | −295−3.7% | Reduced |
| STRS Ohio | 7,800 | $789.6K | 0.00% | −100−1.3% | Reduced |
| CV Advisors LLC | 7,800 | $789.6K | 0.22% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,802 | $789.8K | 0.01% | −1,375−15.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,830 | $792.6K | 0.00% | +7,830 | New |
| Gallagher Fiduciary Advisors, LLC | 8,164 | $826.4K | 0.03% | −477−5.5% | Reduced |
| Benjamin Edwards Inc | 8,193 | $829.4K | 0.01% | +229+2.9% | Added |
| Invst, LLC | 8,290 | $839.2K | 0.10% | +280+3.5% | Added |
| Evergreen Wealth Management, LLC | 8,298 | $840.0K | 0.44% | 00.0% | Unchanged |
| CWM, LLC | 8,422 | $853.0K | 0.00% | +5,660+204.9% | Added |
| Gsa Capital Partners LLP | 8,726 | $883.0K | 0.07% | +577+7.1% | Added |
| Axxcess Wealth Management, LLC | 8,796 | $890.4K | 0.02% | −3,645−29.3% | Reduced |
| Colonial River Wealth Management, LLC | 8,796 | $890.4K | 0.33% | −3,658−29.4% | Reduced |
| FMR LLC | 8,883 | $899.2K | 0.00% | +677+8.3% | Added |
| Regal Investment Advisors LLC | 9,000 | $911.0K | 0.06% | −235−2.5% | Reduced |
| Creative Planning | 9,077 | $918.9K | 0.00% | +1,744+23.8% | Added |
| Picton Mahoney Asset Management | 9,129 | $923.0K | 0.01% | +9,115+65,107.1% | Added |
| Pathstone Holdings, LLC | 9,341 | $945.6K | 0.00% | +788+9.2% | Added |
| Atria Investments LLC | 9,346 | $946.1K | 0.01% | +729+8.5% | Added |
| Fox Run Management, L.L.C. | 9,547 | $966.4K | 0.15% | +3,303+52.9% | Added |
| Steadtrust LLC | 9,630 | $974.8K | 0.66% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,742 | $986.2K | 0.05% | −13,470−58.0% | Reduced |
| Pictet Asset Management Holding SA | 9,824 | $994.5K | 0.00% | −930−8.6% | Reduced |
| Royce & Associates LP | 9,858 | $997.9K | 0.01% | −7,950−44.6% | Reduced |
| Maryland State Retirement & Pension System | 10,013 | $1.01M | 0.02% | −10,982−52.3% | Reduced |
| Kestra Private Wealth Services, LLC | 10,189 | $1.03M | 0.01% | +106+1.1% | Added |
| NewSquare Capital LLC | 10,302 | $1.04M | 0.07% | +10,299+343,300.0% | Added |
| JustInvest LLC | 10,558 | $1.07M | 0.01% | −75−0.7% | Reduced |
| MML Investors Services, LLC | 10,588 | $1.07M | 0.00% | −420−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,828 | $1.09M | 0.00% | +2,388+28.3% | Added |
| Prospera Financial Services Inc | 10,767 | $1.09M | 0.02% | −261−2.4% | Reduced |
| Cerity Partners LLC | 10,893 | $1.10M | 0.00% | +6,170+130.6% | Added |
| Numerai GP LLC | 10,904 | $1.10M | 0.16% | +5,321+95.3% | Added |
| Qsemble Capital Management, LP | 11,198 | $1.13M | 0.11% | +8,215+275.4% | Added |
| International Assets Investment Management, LLC | 12,984 | $1.16M | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 11,400 | $1.16M | 0.01% | +11,400 | New |
| CI Private Wealth, LLC | 11,656 | $1.18M | 0.00% | +24+0.2% | Added |
| SG Americas Securities, LLC | 11,721 | $1.19M | 0.00% | +7,561+181.8% | Added |
| ARGA Investment Management, LP | 11,788 | $1.19M | 0.03% | +11,788 | New |
| Strategic Advisors LLC | 12,000 | $1.21M | 0.20% | −206−1.7% | Reduced |
| Element Capital Management LLC | 12,288 | $1.24M | 1.76% | +12,288 | New |
| Wellington Shields & Co., LLC | 12,375 | $1.25M | 0.33% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 12,400 | $1.26M | 0.01% | +12,400 | New |
| Wealthcare Advisory Partners LLC | 12,503 | $1.27M | 0.03% | +103+0.8% | Added |
| Harmony Asset Management LLC | 12,638 | $1.28M | 0.44% | +1,780+16.4% | Added |
| Versor Investments LP | 12,718 | $1.29M | 0.24% | +4,943+63.6% | Added |
| NewEdge Wealth, LLC | 13,973 | $1.31M | 0.02% | +1,545+12.4% | Added |
| Entropy Technologies, LP | 13,043 | $1.32M | 0.10% | −5,022−27.8% | Reduced |
| Summit Global Investments | 13,166 | $1.33M | 0.08% | −1,478−10.1% | Reduced |
| Vinva Investment Management Ltd | 8,757 | $1.36M | 0.03% | +1,424+19.4% | Added |
| Aquatic Capital Management LLC | 13,471 | $1.36M | 0.03% | −37,724−73.7% | Reduced |
| ProShare Advisors LLC | 13,477 | $1.36M | 0.00% | −2,536−15.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.38M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,863 | $1.40M | 0.00% | +4,674+50.9% | Added |
| Graham Capital Management, L.P. | 14,081 | $1.43M | 0.05% | −22,790−61.8% | Reduced |
| Private Advisor Group, LLC | 14,107 | $1.43M | 0.01% | +248+1.8% | Added |
| Ritholtz Wealth Management | 14,238 | $1.44M | 0.03% | −5,020−26.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 14,578 | $1.48M | 0.42% | −1,580−9.8% | Reduced |
| Centaurus Financial, Inc. | 14,780 | $1.50M | 0.07% | −193−1.3% | Reduced |
| Edentree Asset Management Ltd | 15,000 | $1.52M | 0.37% | 00.0% | Unchanged |
| CenterBook Partners LP | 15,329 | $1.55M | 0.08% | +6,360+70.9% | Added |
| Ieq Capital, LLC | 15,703 | $1.59M | 0.00% | +10,824+221.8% | Added |